| |
Institutional
Holders
Total
Institutions:
 |
559  22 |
|
|
Total
shares held :
|
194,146,369 |
|
|
% of shares
held :
|
13.21% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-47 |
|
|
Amount
of shares held :
|
-14,931,653 |
|
|
% of shares
held change :
|
-1.02% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.68 |
|
|
Last
Quarter's Ending
Price :
|
$48.45 |
|
|
Last
Quarter's Average
Price :
|
$48.02 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.10 (0.21%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
36
|
1,273,332
|
0.66%
|
|
|
|
Increased
Positions : |
210
|
5,384,182
|
2.77%
|
|
|
|
Unchanged
Positions : |
78
|
3,761,760
|
1.94%
|
|
|
|
Decreased
Positions : |
235
|
-18,143,867
|
-9.35%
|
|
|
|
Closed
Positions : |
58
|
-3,445,300
|
-1.77%
|
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Williams Financial LLC |
5 |
*New |
2024-03-31 |
382,559 |
$18,443,000 |
382,559 |
|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
|
*New |
2024-03-31 |
281,878 |
$13,589,000 |
281,878 |
|
| Simplicity WealthLLC |
170 |
*New |
2024-03-31 |
104,635 |
$5,044,000 |
104,635 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
88 |
*New |
2023-12-31 |
93,653 |
$4,537,000 |
93,653 |
|
| JPL Wealth Management LLC |
|
*New |
2024-03-31 |
43,610 |
$2,102,000 |
43,610 |
|
| Strategic Blueprint LLC |
155 |
*New |
2024-03-31 |
38,585 |
$1,860,000 |
38,585 |
|
| Peninsula Wealth LLC |
|
*New |
2024-03-31 |
20,955 |
$1,010,000 |
20,955 |
|
| GHP INVESTMENT ADVISORS INC |
277 |
*New |
2024-03-31 |
18,429 |
$888,000 |
18,429 |
|
| MILLENNIUM MANAGEMENT LLC |
2793 |
*New |
2023-12-31 |
18,004 |
$872,000 |
18,004 |
|
| Global Assets Advisory LLC |
284 |
*New |
2024-03-31 |
33,524 |
$699,000 |
33,524 |
|
| NWAM LLC |
|
*New |
2024-03-31 |
10,217 |
$493,000 |
10,217 |
|
| Diversified Portfolios Inc. |
|
*New |
2024-03-31 |
9,578 |
$462,000 |
9,578 |
|
| Empower Advisory Group LLC |
348 |
*New |
2024-03-31 |
8,228 |
$397,000 |
8,228 |
|
| WESBANCO BANK INC |
445 |
*New |
2024-03-31 |
8,069 |
$389,000 |
8,069 |
|
| Significant Wealth Partners LLC |
|
*New |
2024-03-31 |
7,977 |
$385,000 |
7,977 |
|
| ZRC WEALTH MANAGEMENT LLC |
80 |
*New |
2024-03-31 |
7,282 |
$351,000 |
7,282 |
|
| HPM Partners LLC |
|
*New |
2023-12-31 |
6,375 |
$309,000 |
6,375 |
|
| Hennion & Walsh Asset Management Inc. |
730 |
*New |
2024-03-31 |
5,517 |
$266,000 |
5,517 |
|
| Eagle Strategies LLC |
230 |
*New |
2024-03-31 |
5,321 |
$257,000 |
5,321 |
|
| SageView Advisory Group LLC |
|
*New |
2024-03-31 |
4,804 |
$250,000 |
4,804 |
|
| Badgley Phelps Wealth Managers LLC |
227 |
*New |
2023-12-31 |
5,121 |
$248,000 |
5,121 |
|
| WMG Financial Advisors LLC |
|
*New |
2024-03-31 |
4,811 |
$232,000 |
4,811 |
|
| LITMAN GREGORY ASSET MANAGEMENT LLC |
119 |
*New |
2024-03-31 |
4,820 |
$232,000 |
4,820 |
|
| Apeiron RIA LLC |
193 |
*New |
2024-03-31 |
4,706 |
$227,000 |
4,706 |
|
| Foundations Investment Advisors LLC |
616 |
*New |
2023-12-31 |
4,424 |
$215,000 |
4,424 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
651 |
*New |
2024-03-31 |
4,460 |
$214,000 |
4,460 |
|
| WEDBUSH MORGAN SECURITIES INC |
932 |
*New |
2023-12-31 |
4,398 |
$213,000 |
4,398 |
|
| Compass Financial Group INC/SD |
88 |
*New |
2024-03-31 |
4,400 |
$212,000 |
4,400 |
|
| Atlantic Trust Group LLC |
|
*New |
2024-03-31 |
4,400 |
$211,000 |
4,400 |
|
| Clear Creek Financial Management LLC |
396 |
*New |
2024-03-31 |
4,251 |
$205,000 |
4,251 |
|
| Team Financial Group LLC |
31 |
*New |
2023-12-31 |
4,107 |
$199,000 |
4,107 |
|
| Future Financial Wealth Managment LLC |
262 |
*New |
2024-03-31 |
1,029 |
$50,000 |
1,029 |
|
| MOTCO |
|
*New |
2024-03-31 |
635 |
$31,000 |
635 |
|
| GeoWealth Management LLC |
644 |
*New |
2023-12-31 |
486 |
$24,000 |
486 |
|
| NATIONAL BANK OF CANADA /FI/ |
1854 |
*New |
2023-12-31 |
365 |
$18,000 |
365 |
|
| Financial Advisory Service Inc. |
404 |
*New |
2024-03-31 |
259 |
$12,000 |
259 |
|
| MTM Investment Management LLC |
258 |
*New |
2024-03-31 |
228 |
$11,000 |
228 |
|
| YHB INVESTMENT ADVISORS, INC. |
687 |
*New |
2024-03-31 |
200 |
$10,000 |
200 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
517 |
*New |
2023-12-31 |
188 |
$9,000 |
188 |
|
| Penserra Capital Management LLC |
1083 |
*New |
2023-12-31 |
153 |
$7,000 |
153 |
|
| Sunbelt Securities Inc. |
1289 |
*New |
2024-03-31 |
137 |
$7,000 |
137 |
|
| SIGNATUREFD, LLC |
2552 |
*New |
2024-03-31 |
100 |
$5,000 |
100 |
|
| First Personal Financial Services |
308 |
*New |
2024-03-31 |
96 |
$5,000 |
96 |
|
| Archer Investment Corp |
|
*New |
2024-03-31 |
72 |
$3,000 |
72 |
|
| Aspire Private Capital LLC |
549 |
*New |
2024-03-31 |
69 |
$3,000 |
69 |
|
| KISTLERTIFFANY COMPANIES, LLC |
796 |
*New |
2023-06-30 |
57 |
$3,000 |
57 |
|
| VisionPoint Advisory Group LLC |
|
*New |
2024-03-31 |
2 |
$0 |
2 |
|
| PALISADE ASSET MANAGEMENT, LLC |
415 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
|
48 Records found
|
1
|
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|
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